See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,681 | $157,256-90.0% | $141,162-88.9% | $152,861-89.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 10.62% | 64.32%-53.7pp | 71.39%-60.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,864 | $5,261-45.6% | $4,735-39.5% | $4,762-39.9% |
| Participant deferral / active EE | $6,906 | $7,109-2.9% | $6,709+2.9% | $5,850+18.1% |
| Admin fee / account holder | $1,466 | $12,120-87.9% | $10,261-85.7% | $11,596-87.4% |